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For Admins: How Can I Edit a User Role?
For Admins: How Can I Edit a User Role?

How can I edit a User Role?

Updated over a week ago

As a Company Admin / Primary Contact role, you have the authority to edit user roles and permissions. Here's a step-by-step guide on how to do it:

Step One: Locate the individual's account.

Find the user account of the individual you want to assign a role to. You can search for their name or email address in the People’s tab.

Step Two: Edit user details.

Select the user account and in 'Details', you’ll be able to add/edit their role.

Step Three: Select the desired role.

Choose the specific role you want to assign to the individual from the available options.

Step Four: Save the changes.

Once you have selected the appropriate role, save the changes to the user account. This will update their role within the Upflex platform.


Need more info? You can visit Upflex Help Center or reach out to us. Our awesome Customer Experience Team is here to help!
Contact us via live chat on Intercom or send us an email at [email protected].
We're excited to assist you!

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